<p>What is client segmentation, and how can it work for your practice? Steve and Kurt dive into specifics and discuss several ways to segment clients.</p>

What is client segmentation, and how can it work for your practice? Steve and Kurt dive into specifics and discuss several ways to segment clients.

02 Foundations of Service #1: Effective Ways to Segment Clients

Steve Seid and Kurt Dupuis, Regional Vice Presidents for Touchstone Investments, explore the challenges and opportunities that Financial Professionals face today. With interviews from clients, subject matter experts, and other industry professionals, The Whole Truth strives to be timely, actionable, and concise – with a promise to always leave on a high note.

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02 Foundations of Service #1: Effective Ways to Segment Clients

02 Foundations of Service #1: Effective Ways to Segment Clients